2023 -
2025 Senior Portfolio Manager @ West Coast Financial
2011 -
2025 Partner @ West Coast Financial
2018 -
2023 WCF Ambassador @ West Coast Financial
2017 -
2018 Advisor's Advisor @ West Coast Financial
2011 -
2017 Financial Advisor @ West Coast Financial
1985 -
2010 Principal and Financial Planner @ David C. Gore, CFA
1984 -
1985 Manager, Regulatory Affairs and Quality Assurance @
1980 -
1984 Quality Assurance Manager @ American Heyer-Schulte Company
1978 -
1980 Quality Assurance Manager @ American Pharmaseal Laboratories
David Gore Education
College for Financial Planning
Master of Science (MS) (Financial Planning)
1989
-
1991
Harvey Mudd College
Bachelor of Science (BS) (Chemistry)
1969
-
1973
David Gore Skills
Investments
Financial Analysis
Risk Management
Financial Modeling
Due Diligence
Valuation
Financial Planning
Portfolio Management
Tax Planning
Event Planning
Business Strategy
Private Equity
Accounting
Mergers and Acquisitions
Corporate Finance
Management Consulting
David Gore Summary
David Gore, based in Santa Barbara, CA, US, is currently a Retired at None. David Gore brings experience from previous roles at West Coast Financial. David Gore holds a 1989 - 1991 Master of Science (MS) in Financial Planning @ College for Financial Planning. With a robust skill set that includes Investments, Financial Analysis, Risk Management, Financial Modeling, Due Diligence and more. David Gore has 1 emails and 1 mobile phone numbers on RocketReach.
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